Onboarding and KYC presentation by Box

Nov 24, 2020

Simplifying the Ongoing Issues of Onboarding and KYC presentation by Box.

This session is brought in partnership with Box, Inc. an American internet company that focuses on cloud content management and file sharing service for businesses.  Box was founded in 2005 and is trusted by 90,000+ businesses. 

With increased emphasis on customer journey and the digital client experience, this webinar will provide a teach-in on how Financial Institutions are leveraging content management from Box to facilitate and simplify onboarding.   

This session will be facilitated by Olivia Lo (BlackRock), along with colleagues from Box - Jade Taylor and Kim Harris, taking a look at the exchange of content as part of the above workflows and the role of Metadata Extraction from content to power Know Your Customer. The agenda will cover:

  • Welcome
  • Introduction to current operations challenges  (5 Minutes)
  • Introduction to Box and Cloud Content Management (10 minutes)
  • Overview of the Financial Services firms and use cases (10 minutes)
  • Box for Capital Market Operations, KYC & onboarding (Demo) (20 minutes)
  • Q&A and Close

This session is targeted at roles in Operations/IT and/or for individuals seeking to enhance their career aspirations in the digital space:

  • Business line representatives, for example KYC, Onboarding, operations, client lifecycle management, Operations relationship managers
  • Technology & Innovation (Participants who are keen to understand more about progressive technologies)

SIO Members can register for the webinar by logging into the members section, go to the Events Tab and selecting this webinar. 

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